Investment Advisor

1 month ago

Milwaukee, United States Heck Capital Advisors Full time

Job Characteristics

·        Job level: Director

·        Type of position: Investment Advisor

·        Exempt

·        Anticipated Start Date: 2024

·        Location: In-person in Milwaukee, Green Bay, or Rhinelander WI


Essential Job Functions

The Investment Advisor is an integral part of the Investment Advisory team. The team is responsible for providing financial guidance to families, individuals, and institutions regarding their portfolios and investment strategies. We are seeking a candidate that is highly motivated, has a positive attitude, willing to work in a fast-paced environment, and willing to grow and take on new tasks and assignments.

·        Provides sound financial advice to current and future clients.

·        Meets with clients to determine their financial objectives, risk tolerance, and future goals.

·        Implements investment strategies to help achieve clients’ financial objectives.

·        Actively plays a role in the company’s business development.

·        Ability to help provide guidance for clients’ financial plans.

·        Member of the Investment Advisory Committee.

·        Other duties as assigned.


Requirements

·        Bachelor’s degree in finance, economics, or other related areas.

·        Designations preferred: Series 65 – Uniform Investment Advisor Law Examination, CFP and/or CIMA and/or CFA (can be taken once hired).

·        Excellent oral, written, and interpersonal communication skills.

·        Computer skills: Microsoft Office, CRM programs, the ability to learn and adapt to changes in technology.

·        Ensures confidentiality with respect to all information pertaining to clients and potential clients.

·        Possess a commitment to professionalism, honesty, and a strong work ethic.

·        Prior Financial Advisor experience is preferred.


Background

Heck Capital Advisors, LLC is an independent investment advisory firm with a strong foundation. We have been serving individual and institutional clients with comprehensive investment services from the heart of Wisconsin, where Robert Heck first began the family’s investment legacy in the 1950’s. Heck Capital’s managers and advisors offer small-town values and an exceptional work ethic with competitive investment services for our clients. Client referrals are a testament to our work and have allowed us to cultivate a national reach with over $8 billion of assets under management, consultation, and advisement. Bringing Wisconsin values to our client relationships in over 40 states with offices in Rhinelander WI, Milwaukee WI, Green Bay WI, and Minneapolis MN. 


Benefits

Enjoy peace of mind with comprehensive insurance coverage, including health, dental, vision, short-term and long-term disability. Embrace work-life harmony with generous leave and holiday benefits, including sick leave and paid holidays/vacations. Secure your future with a matching 401K retirement plan and a Health Savings Account (HSA), ensuring financial stability and proactive health management. Enjoy sponsored certifications, health memberships, and a cell phone subsidy to enhance your well-being and job satisfaction.


How to Apply

Send Resume and Cover Letter to:

Heck Capital Advisors

Attn: David Heck

Email: heckcapital@heckcapital.com (Attn: Investment Advisor)

 

Note: This job description is not intended to be all-inclusive. Employees may perform other related duties as directed to meet the ongoing needs of the organization

  • Investment Advisor

    2 months ago

    Milwaukee, Wisconsin, United States Heck Capital Advisors Full time

    Job SummaryWe are seeking a highly motivated and experienced Investment Advisor to join our team at Heck Capital Advisors. As an integral part of our Investment Advisory team, you will provide sound financial advice to current and future clients, meeting with them to determine their financial objectives, risk tolerance, and future goals.Key...

  • Investment Advisor

    2 months ago

    milwaukee, United States Heck Capital Advisors Full time

    Job Characteristics ·        Job level: Director·        Type of position: Investment Advisor·        Exempt·        Anticipated Start Date: 2024·        Location: In-person in Milwaukee, Green Bay, or Rhinelander WIEssential Job FunctionsThe Investment Advisor is an integral part of the Investment Advisory team....

  • Investment Advisor

    3 weeks ago

    Milwaukee, United States Heck Capital Advisors Full time

    Job Characteristics ·        Job level: Director·        Type of position: Investment Advisor·        Exempt·        Anticipated Start Date: 2024·        Location: In-person in Milwaukee, Green Bay, or Rhinelander WIEssential Job FunctionsThe Investment Advisor is an integral part of the Investment Advisory team....

  • Investment Advisor

    3 months ago

    Milwaukee, United States Heck Capital Advisors Full time

    Job Characteristics ·        Job level: Director·        Type of position: Investment Advisor·        Exempt·        Anticipated Start Date: 2024·        Location: In-person in Milwaukee, Green Bay, or Rhinelander WIEssential Job FunctionsThe Investment Advisor is an integral part of the Investment Advisory team....

  • Investment Advisor

    3 weeks ago

    milwaukee, United States Heck Capital Advisors Full time

    Job Characteristics ·        Job level: Director·        Type of position: Investment Advisor·        Exempt·        Anticipated Start Date: 2024·        Location: In-person in Milwaukee, Green Bay, or Rhinelander WIEssential Job FunctionsThe Investment Advisor is an integral part of the Investment Advisory team....

  • Investment Advisor

    4 weeks ago

    Milwaukee, Wisconsin, United States Heck Capital Advisors Full time

    Job SummaryWe are seeking a highly motivated and experienced Investment Advisor to join our team at Heck Capital Advisors. As an integral part of our Investment Advisory team, you will provide sound financial advice to current and future clients, meeting with them to determine their financial objectives, risk tolerance, and future goals.Key...

  • Financial Advisor

    1 month ago

    Milwaukee, United States Cetera Advisor Networks LLC Full time

    Join a dynamic and inclusive team at Cetera Wealth Management Group!If you are driven to help individuals and families achieve their financial dreams, this is your chance to start a rewarding career in finance under the mentorship of seasoned professionals!Cetera Wealth Management Group is a nationwide network of independent financial services firms seeking...

  • Financial Services Professional

    2 weeks ago

    Milwaukee, Wisconsin, United States Cetera Advisor Networks Full time

    Unlock Your Potential as a Financial AdvisorCetera Advisor Networks is a nationwide network of independent financial services firms seeking motivated individuals to join as Financial Advisors. Whether you're starting your career in financial services or looking to grow your existing practice within a supportive firm, we welcome you to apply.Our Top-Notch...

  • Financial Services Professional

    4 weeks ago

    Milwaukee, Wisconsin, United States Cetera Advisor Networks Full time

    Unlock Your Potential as a Financial AdvisorCetera Wealth Management Group is a dynamic and inclusive team seeking motivated individuals to join as Financial Advisors. If you're driven to help individuals and families achieve their financial dreams, this is your chance to start a rewarding career in finance under the mentorship of seasoned professionals.Our...

  • Financial Solutions Advisor

    4 weeks ago

    Milwaukee, Wisconsin, United States Bank of America Full time

    Merrill Financial Solutions Advisor Job DescriptionAt Bank of America, we're committed to helping our clients achieve their financial goals. As a Merrill Financial Solutions Advisor, you'll play a critical role in providing personalized advice and guidance to high-net worth clients, helping them navigate the complexities of wealth management and achieve...

  • Financial Services Professional

    4 weeks ago

    Milwaukee, Wisconsin, United States Cetera Advisor Networks Full time

    Unlock Your Potential as a Financial AdvisorCetera Wealth Management Group is a dynamic and inclusive team seeking ambitious professionals to join our nationwide network of independent financial services firms.As a Financial Advisor, you will cultivate relationships, establish your own business, and provide expert financial guidance to individuals and...

  • Investment Analyst Intern

    4 weeks ago

    Milwaukee, Wisconsin, United States Northwestern Mutual Life Insurance Company Full time

    Join Our Team as an Investment Analyst InternWe are seeking a highly motivated and detail-oriented Investment Analyst Intern to join our team at Northwestern Mutual Life Insurance Company. As an Investment Analyst Intern, you will have the opportunity to work alongside our experienced professionals and contribute to the success of our Alternative Investments...

  • Investment Analyst Intern Position

    3 weeks ago

    Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Unlock Your Potential as an Investment Analyst InternAt Northwestern Mutual, we're committed to helping our clients achieve financial security through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. As an Investment Analyst Intern, you'll play a critical role in supporting our...

  • Wealth Management Investment Strategist

    3 weeks ago

    Milwaukee, Wisconsin, United States HTLF Bank Full time

    HTLF Bank is a diversified financial services company headquartered in Denver, Colorado. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency, and strength — giving local decision-making the opportunity and insights to focus on customers and growth.As a Wealth Management Investment...

  • Financial Solutions Advisor

    4 weeks ago

    Milwaukee, Wisconsin, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals work closely with clients to understand their unique financial goals and develop personalized...

  • Financial Solutions Advisor

    3 weeks ago

    Milwaukee, Wisconsin, United States Bank of America Full time

    Job DescriptionMerrill Financial Solutions Advisors work with high-net worth clients to identify their financial needs and develop personalized investment strategies. This role requires a strong understanding of investment products and services, as well as excellent communication and relationship-building skills.Key ResponsibilitiesProvide tailored...

  • Financial Advisor

    3 weeks ago

    Milwaukee, Wisconsin, United States North Star Resource Group Full time

    Job DescriptionWe are seeking a skilled Financial Advisor to join our team at North Star Resource Group. As a Financial Advisor, you will work directly with clients to create customized financial plans that meet their unique needs and goals.Key Responsibilities:Create comprehensive financial profiles for clients to inform sound financial adviceDevelop and...

  • Investment Accountant

    4 weeks ago

    Milwaukee, Wisconsin, United States U.S. Bank Full time

    Job SummaryWe are seeking a highly skilled Investment Accountant to join our team at U.S. Bank. As an Investment Accountant, you will be responsible for providing accounting, administration, and investor servicing for hedge funds, private equity funds, and closed-end registered products.Key ResponsibilitiesCalculate net asset value(s) and disseminate...

  • Merrill Financial Solutions Advisor

    4 weeks ago

    Milwaukee, Wisconsin, United States Bank of America Full time

    Merrill Financial Solutions AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and...

  • Financial Advisor

    4 weeks ago

    Milwaukee, Wisconsin, United States North Star Resource Group Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and skilled Financial Advisor to join our team at North Star Resource Group. As a Financial Advisor, you will have the opportunity to work with clients to create customized financial plans that meet their unique needs and goals.Our comprehensive 3-phase onboarding and development process will...